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TEN REASONS WHY AGENTS NEED A STRATEGIC ADVISORY BOARD by Andrew Barile Privately owned retail agents, wholesalers, and MGAs can benefit by creating a Strategic Advisory Board of executi...
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FINANCIAL MANAGEMENT IN AN UNCERTAIN MARKETPLACE by Carol Hammes It takes a lot of planning to attain higher growth rates and lower expense levels. The first step in the process is to evalua...
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BEST PARTNERSHIP Dear (Customer Name): When a business partner suffers a fatal accident, it's a devastating time for all those concerned. The remaining partners feel a great loss after spending yea...
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HOW TO RECOGNIZE AND PREVENT FRAUD OR EMBEZZLEMENT by Alison Jones and Steve Flowers Many articles have been written about increasing an agency's income by instituting a formal planning proce...
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THE AGENCY DATABASE by Tripp Leach Are your computers a fundamental part of your agency or just desk ornaments? Do they provide you with a competitive edge or a convenient excuse? Do they ad...
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Third-party endorsements inspire confidence and increase your credibility. Make letters of recommendation part of your marketing mix. In this document, Bill Cates tells you how and when to ask for letters of recommendation.
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Dear (Customer Name): Most consumers prefer to have all their insurance handled by one agency. In reviewing your file today, I noticed that we insure your...
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FURNITURE DEALERS - 'YOU DON'T JUST SELL FURNITURE' Dear (Customer Name): You don't just sell furniture. You may also offer antiques and curios. You may provide decorating services to your custo...
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IS EMPLOYEE OWNERSHIP RIGHT FOR YOUR AGENCY? PART I by Carol Hammes Offering your employees the opportunity for agency ownership can help attract and retain quality people. Independen...
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KEEPING AHEAD VS. KEEPING UP by Jack Burke Through the years, businesspeople have spoken the language of proactive marketing while implementing strategies th...